Investment Advisors

Investment Advice

Creative Financial Design has been a Registered Investment Advisor since 1984. We do not receive any commission from the advisement of any investment product. We are compensated solely on a fee-only basis. This fee is based on the assets under management.

Our investment philosophies are simply -

a disciplined approach is better than no strategy
a diverse investment portfolio spreads risk
be conscious of global trends
keep a long-term perspective
profits are made by buying low and selling high

Using modern portfolio theory as a basis for investing we stress test portfolios over historical periods of time to determine how they would have weathered. While historical returns are not indicative of future returns, we use these figures to determine what would have been the optimal portfolio based on past performance.*

To learn about how we blend Financial Planning with Investment Advice visit Our Plan.

*Past performances are not indicative of future performance. There are no guarantees in investing.